See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP2+ years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Cl... | $57,894 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,962 | $60,165+31.2% | $74,183+6.4% | $55,167+43.1% |
| Participation rate | 92.2% | 74.2%+18.0pp | 76.6%+15.5pp | 69.0%+23.2pp |
| Annual return | 7.00% | 10.00%-3.0pp | 17.74%-10.7pp | 169.23%-162.2pp |
| Employer contribution / active EE | $3,565 | $1,600+122.9% | $2,370+50.4% | $1,963+81.7% |
| Participant deferral / active EE | $6,602 | $2,973+122.1% | $3,550+86.0% | $3,054+116.2% |
| Admin fee / account holder | $174 | $419-58.4% | $5,586-96.9% | $504-65.4% |